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Capital Market Outlook

July 5, 2022


  • Macro Strategy — Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation.
  • Global Market View — The Glass is Half Full: Ten reasons to stay long the U.S.: We believe U.S. Equities should be at the forefront (and at the core) of portfolios.
  • Thought of the Week — Mid-Year Review For Global Markets: We take a look at how performance has varied across asset classes.​

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